TheStreet Pro Portfolio @TSProPortfolio
Follow TheStreet Pro Portfolio to trade alongside our team. pro.thestreet.com/portfolio New York, NY Joined January 2013-
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Another good conversation with @TipRanksJulie re: $MU earnings and dividend increases from $GS $JPM $MS and others.. @TSProPortfolio @TheStreetPro @TipRanks Micron's $100B Supply Deals, "Irrational Exuberance" & the Market's Next... youtu.be/7oMqf_uolPE?si… via @YouTube
Is Micron's $2,200 Price Target "Irrational Exuberance"? 👀 $MU @cvpayne youtube.com/shorts/Z6qAPv9… via @YouTube
Weekly Roundup: What We’re Watching as Markets Get Jiggy We locked in massive gains on two positions and added to two beaten-down holdings. #stocks #investing @ChrisJVersace @TheStreetPro @TipRanks pro.thestreet.com/portfolio/week…
Ads in ChatGPT are becoming more relevant to the audiences encountering them, according to OpenAI’s advertising execs. Since launching its advertising business in February, the company has seen a 50% drop-off in the rate at which users close out of the ad units they see in the ChatGPT experience, a signal the AI company uses to gauge whether a given ad is relevant. More signals below pro.thestreet.com/posts/tracking…
For 30 years, network traffic followed a rhythm you could set a clock by. A lull in the morning, a peak through the business day, demand falling off in the evening. And it flowed overwhelmingly in one direction: down, toward users pulling web pages, video and files. Networks were engineered around both assumptions. AI is breaking them. More signals below pro.thestreet.com/posts/tracking…
Google In, Verizon Out, Nike Next?: 8 Key Items Shaping the Stock Market Monday South Korea goes big on AI and chips, Comcast splits, Warsh on deck, and other headlines moving stocks this morning. $AMAT $CMCSA $GOOGL $META $MSFT $MU $NDAQ $NKE $NVDA $SPCX $SSNLF $SSSS $TMUS pro.thestreet.com/posts/google-i…
Cisco and Ciena Comments Support Our AI-Driven Networking Thesis $CSCO $CIEN $NVDA $AVGO $MRVL @TSProPortfolio @TheStreetPro @TipRanks pro.thestreet.com/posts/cisco-an…
Takeaways From the June Flash PMI Report Let’s look through the data with an eye toward the continued fall in energy prices. #jobcreation #employment #inflation #economy @TSProPortfolio @TheStreetPro @TipRanks pro.thestreet.com/posts/takeaway…
Getting ready to join @sam_vadas on the @SchwabNetwork to talk oil and energy prices, where they are likely going and the implications for the market, the economy, and investors. @TSProPortfolio @TheStreetPro @TipRanks
Marvell Joins the S&P 500 as We Await Micron’s ‘All-Star’ Earnings Our eyes are on this Portfolio holding when it comes to Micron’s capex comments. $AMAT $BE $CRDO $MRVL $MU $NVDA pro.thestreet.com/posts/marvell-…
Big Expectations for Prime Day: 8 Key Items Shaping the Stock Market Tuesday Tech slumping, Nvidia’s latest win, June Flash PMI on deck, and other headlines are moving stocks this morning. $AMAT $MRVL $NVDA $BAC $AMZN $COST $ADBE $FDX $KBH #inflation @TSProPortfolio @TheStreetPro @TipRanks tsp-wa.azurewebsites.net/posts/big-expe…
Locking in Big Gains on Two Positions We’re opportunistically raising cash levels as we get ready ahead of the next EPS All-Stars reconstitution. pro.thestreet.com/posts/locking-…
Here Come the MANGOS: 8 Key Items Shaping the Stock Market Wednesday U.S.-Iran peace draft, dollar strength, falling oil, Warsh’s debut, and other headlines are moving stocks this morning. @TSProPortfolio @TheStreetPro @TipRanks pro.thestreet.com/posts/here-com…
Weekly Roundup: Portfolio Maintains Lead as Select Holdings Do the Heavy Lifting We added to three holdings and started a new position during a roller-coaster week for the market. #stocks #investing @TSProPortfolio @TheStreetPro @TipRanks pro.thestreet.com/posts/weekly-r…
Tune in NOW
The only live independent broadcast from the floor of the NYSE is back with a great one 📈 • Jay Woods, CMT (@JayWoods3) Freedom Cap, CNBC • Sean Russo (@seanyrusso), Ritholtz • Chris Versace (@ChrisJVersace) Tematica Research, TheStreet 🚀 SpaceX IPO 📊 Small Cap
So much fun talkin’ breakfast pizza on SpaceX day 😂
The only live independent broadcast from the floor of the NYSE is back with a great one 📈 • Jay Woods, CMT (@JayWoods3) Freedom Cap, CNBC • Sean Russo (@seanyrusso), Ritholtz • Chris Versace (@ChrisJVersace) Tematica Research, TheStreet 🚀 SpaceX IPO 📊 Small Cap
We’re Initiating a New Position in a Trucking Play The intersection of rising utilization levels, a pending EPA emission mandate, and the One Big Beautiful Bill have us making this move. $CMI $PCAR @TSProPortfolio @TheStreetPro @TipRanks #stocks #stockstowatch pro.thestreet.com/posts/were-ini…
Ready for the @SpaceX IPO?: 8 Key Items Shaping the Stock Market Thursday Trump and Iran #IranWar May PPI #inflation Oracle’s spending $ORCL Potential @OpenAI price cuts, @Xbox's dilema @ChrisJVersace @TheStreetPro @TipRanks tsp-wa.azurewebsites.net/posts/ready-fo…
@ChrisJVersace on EPS All-Stars Model Success #interview #stockmarket #investing
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